Davis's Texas Estate Planning Forms, 2023 ed.

Davis's Texas Estate Planning Forms is designed not only to help you draft wills, but also to help you develop a comprehensive estate plan for your clients. It provides carefully drafted and highly adaptable forms to assist you through the entire process, including client-intake forms, fee agreements, financial and medical powers of attorney, and other impaired-judgment documents.

Naturally, it also includes complete will and trust forms that range from the simplest to the most sophisticated, along with many additional provisions that address a wide variety of commonly encountered situations. But like any other tool, a form doesn’t work by itself. That is why we’ve included expert commentary to guide you on how to choose the right forms as a starting point for every individual client and to educate you about critical factors to consider when selecting and adapting provisions.